BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.49M
3
+$4.21M
4
WPC icon
W.P. Carey
WPC
+$3.03M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.12M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 24.39%
2 Consumer Staples 10.23%
3 Energy 7.53%
4 Consumer Discretionary 7.17%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8K 0.01%
+313
702
$8K 0.01%
+314
703
$8K 0.01%
+440
704
$8K 0.01%
+168
705
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+225
706
$8K 0.01%
+164
707
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+356
708
$8K 0.01%
+139
709
$8K 0.01%
+140
710
$8K 0.01%
+90
711
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+74
712
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+242
713
$7K 0.01%
+156
714
$7K 0.01%
+300
715
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+93
716
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+92
717
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718
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+140
719
$7K 0.01%
+83
720
$7K 0.01%
+200
721
$7K 0.01%
+213
722
$7K 0.01%
+638
723
$7K 0.01%
+208
724
$7K 0.01%
+52
725
$7K 0.01%
+170
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